AKAM · 10-Q · 2026Q2 · Full report
Capital Expenditure Outlook
AKAMAI TECHNOLOGIES INC · 2026-08-07 · Importance 52 · Surprise 42 · In source text
Akamai expects cost of revenue to increase during the remainder of 2026 as it continues investing in its platform to scale cloud infrastructure services. The company specifically expects higher co-location costs, bandwidth fees, network-equipment depreciation and internal-use software amortization. Hyperscaler-driven price increases for co-location, servers and memory are expected to increase future capital expenditures and depreciation, while compute partner programs are expected to increase network-buildout and supporting-service costs.
Key facts
- We intend to use a portion of the net proceeds to fund the accelerated capital expenditure requirements in support of our cloud infrastructure services, prioritizing the rapid build-out of our global footprint and for general corporate purposes. source
- Company expects capitalized internal-use software development costs to be amortized over estimated useful lives ranging from two to ten years source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | probable | — | We intend to use a portion of the net proceeds to fund the accelerated capital expenditure requirements in support of our cloud… |
| cash | negative | probable | — | We intend to use a portion of the net proceeds to fund the accelerated capital expenditure requirements in support of our cloud… |